What's a realistic AI roadmap for a $5M family business?
Start with the operating-model gap, not the technology. A 12-month roadmap typically sequences Quick Win Plan (60 days, 1-2 high-ROI agents), Readiness Assessment of data infrastructure (90 days), then a longer-cycle adoption plan tied to succession planning.
The short answer.
Start with the operating-model gap, not the technology. A 12-month roadmap typically sequences Quick Win Plan (60 days, 1-2 high-ROI agents), Readiness Assessment of data infrastructure (90 days), then a longer-cycle adoption plan tied to succession planning.
This is a question Aegis hears regularly during discovery. Here is the practical way to frame it.
How Aegis approaches this.
Aegis Boardroom's answer is shaped by three frameworks. Truth Architecture: recommendations are designed to be source-traced. Confidence Contract: recommendations are mapped to the canonical Aegis confidence states (I Know / I Think / I'm Inferring / I Don't Know). Life Integrity Engine: recommendations that may increase irreversible-harm risk are flagged for refusal or human review, not softened.
The fastest path is the AI Readiness Assessment: it returns a confidence-mapped band for your specific situation. From there, the Quick Win Plan or a deeper engagement scopes the right paid Aegis next step.
Frequently asked questions.
What's the Aegis Boardroom price range for engagements that answer this?
Aegis Boardroom does not publish pricing on the public site - a deliberate decision driven by engagement-scope variance. Pricing is set after the discovery call.
Who is Eric Pharr?
Eric Pharr is the founder of Aegis Boardroom LLC. Headquartered in Olathe, Kansas. Background in telecom and network architecture. See /about/#eric for the full profile.